---
title: Automated Workflows Boost Member Engagement | Foothill Credit Union
description: Foothill Credit Union enhances member engagement through HubSpot's automated workflows and data integration, resulting in increased applications and personalized communication.
---
**Foothill Credit Union Elevates Member Engagement
**with Automated Workflows and Data Integration
[Contact Us To Learn More](https://www.geear.io/contact/)
### **The Challenge:**
Foothill Credit Union selected HubSpot for its robust customization options and seamless data integration capabilities. With WebStrategies’ expertise, HubSpot provided a platform that met the credit union’s complex automation and data needs. The ability to control workflows internally, without relying on their IT department or a third-party, was a game-changer.
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- * * **Restricted Workflow Management: **The previous email platform required third-party support for creating workflows, causing delays and inefficiencies.
- * * **Data Integration Challenges:** Their core system (Jack Henry Symitar) does not directly integrate with marketing tools, forcing manual data uploads.
- * * **No Automated Member Engagement:** There were no workflows for onboarding, abandoned applications, or product-specific campaigns, limiting personalized member engagement.
41% open rate
8,030 personalized onboarding emails sent across three workflows to new members in 11 months
16% Conversion rate
for 1,152 emails delivered from 5 abandoned application workflows over a 6-month period
### **Solutions Implemented:**
- * * **Centralized Data Integration:** Integrated the credit union’s core system with HubSpot via middleware (Skyvia) for daily data imports and real-time onboarding.
- * * **New Member Onboarding:** Developed three workflows based on membership types (Business Development, Indirect Lending, Walk-In/Digital Members).
- * * **Abandoned Application Nurturing: **Automated follow-ups for five key products: membership, credit cards, personal loans, auto loans, and home equity lines of credit.
- * * **Product-Specific Onboarding:** Created tailored workflows for onboarding specific products, enhancing messaging for services like checking accounts and credit cards.
- * * **Auto Loan Campaigns:** Implemented workflows to recapture members nearing loan end terms for renewals.
- * * **Credit Card Points Management**: Set up reminders for points expiration to help members maximize benefits.
- * * **Cross-Sell and Retargeting Campaigns:** Configured tracking and personalized emails to retarget members by product interest, increasing conversion rates.
*Partnering with an expert like WebStrategies to manage the powerful Hubspot platform allowed us to do what we have been envisioning before but cannot due to our antiquated and restrictive system. With HubSpot, we now offer personalized and automated messaging that meets our objectives––opening new membership, driving loan growth, and product adoption. It’s like having another marketing person who loves what they do. Kudos WS!
***Russell Domingo,** Digital Experience Manager, Foothill Credit Union
## Why WebStrategies & HubSpot?
Foothill Credit Union transformed its marketing operations with HubSpot. With the help of WebStrategies, the platform enabled a seamless data flow, centralized campaign management, and highly personalized member engagement through automated workflows. Members now receive timely, relevant communication tailored to their financial journeys, resulting in increased applications, deeper engagement, and improved operational efficiency.
**Interested in learning more? [Contact us today](https://meetings.hubspot.com/kristin) **to see how WebStrategies can transform your credit union’s digital marketing.
[Contact Us To Learn More](https://www.geear.io/contact/)
**
[](https://www.google.com/partners/agency?id=7912944906) [](https://www.webstrategiesinc.com/blog/webstrategies-named-among-2022-best-places-to-work-virginia) [](https://www.webstrategiesinc.com/blog/webstrategies-reaches-diamond-tier-as-a-hubspot-solutions-partner)  
### Where to reach us
14241 Midlothian Turnpike, Suite 306
Midlothian, VA 23113
### Call us
[804-200-4545](tel:804-200-4545)
Member of WSI Worldwide Network.
[ ](https://www.webstrategiesinc.com/)
WebStrategies Inc. ©
## Team Member Name
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